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Work in Indy |
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Rhys 
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Joined: Sep/18/2014 Location: Silicon Valley Status: Offline Points: 30 |
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 Topic: Work in IndyPosted: Sep/18/2014 at 7:21pm |
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I'm a young aspiring financial planning assistant, soon to be adviser, and also handle all the technology at the firm I work for. In addition I help prepare tax returns.
Looking forward to meet like minded people!
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Crimson
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King of the Wicker People Joined: Feb/03/2013 Status: Offline Points: 2057 |
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Posted: Sep/18/2014 at 7:23pm |
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So you're an aspiring FP assistant, or you're already an assistant? Or do you mean that you're a FP assistant with aspirations?
And you're in Silicon Valley? What a place to start a practice. |
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Rhys
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Joined: Sep/18/2014 Location: Silicon Valley Status: Offline Points: 30 |
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Posted: Sep/18/2014 at 7:34pm |
I'm currently an assistant/paraplanner. Thanks for the welcome to the forum.
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Iamlegend
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Joined: Mar/09/2010 Status: Offline Points: 23776 |
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Posted: Sep/18/2014 at 8:39pm |
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Welcome
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ClarenceBeeks
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Joined: Aug/31/2011 Status: Offline Points: 14334 |
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Posted: Sep/18/2014 at 8:43pm |
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Dude, stay in California. Don't move to Indy. It's cold. You're welcome.
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DaveW
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Joined: Feb/15/2013 Status: Offline Points: 1060 |
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Posted: Sep/18/2014 at 8:49pm |
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It's spelled AdvisOr.
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"80% of lottery winners go bankrupt because 100% of lottery players are retarded."
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RIArules
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Trump Ball-Licker Joined: Mar/15/2010 Status: Offline Points: 49907 |
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Posted: Sep/18/2014 at 8:53pm |
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Actually, the 1940 act spells it with an "e". So Rhys is just showing that he is ethical.
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“We are all Antifa” - Hacksaw 9/12/2025
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Guests
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Posted: Sep/18/2014 at 10:09pm |
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Do you have any clients or did Wealthfront and Betterment take them all?
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RIArules
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Trump Ball-Licker Joined: Mar/15/2010 Status: Offline Points: 49907 |
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Posted: Sep/18/2014 at 10:14pm |
I transferred them there since their fees were lower than mine. And since I am a fiduciary it was the ethical thing to do, seeing how they are fiduciaries too. 
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“We are all Antifa” - Hacksaw 9/12/2025
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FEEonly
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Joined: Aug/21/2014 Status: Offline Points: 108 |
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Posted: Sep/18/2014 at 10:23pm |
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Welcome to hell Rhys.
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You ever take a dump that made you feel like you slept for 12 hours?
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Sportsfreak
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Wise Old Perv and CTO of AH Joined: Mar/09/2010 Status: Offline Points: 25709 |
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Posted: Sep/19/2014 at 8:59am |
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Only the strong survive an AH Land
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If you eat an entire cake without cutting it, then technically, you only had one piece
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knuk
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Joined: May/20/2010 Location: Canada Status: Offline Points: 8254 |
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Posted: Sep/19/2014 at 9:54am |
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Rhys, that SportsFreak guy may need some help with tech from time to time.
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administrator
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Crimsonleg123 wrote: